Newport Wealth Management, LLC

Newport Wealth Management provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, corporations, trusts, estates, and charitable organizations. Services include preparing client-specific Investment Policy Statements, ongoing monitoring and implementation across equities, ETFs, corporate and government bonds, and—where appropriate—alternative or private investments such as REITs, hedge funds, fee‑based annuities, and private placements.

The firm tailors portfolios to each client’s goals, time horizon, and documented risk tolerance, drawing on fundamental, technical, and charting analysis to inform asset selection and allocation. Investment strategies range from long‑term buy‑and‑hold to short‑term trading and options writing (including covered and uncovered strategies), and accounts are reviewed at least quarterly with management performed in‑house rather than through third‑party subadvisers.

Noteworthy aspects include the firm’s stated service to charitable organizations, which is relatively uncommon among independent advisers, and a small client base and modest assets under management that enable concentrated, advisor‑led oversight. The brochure also notes occasional provision of CPE/MCLE educational credits (without compensation) and a custodial relationship with Charles Schwab that supplies institutional trading, custody, and technology services.